Operations Coach-U

About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer.

Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and River Source Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description We have an exciting opportunity for an Operations Coach to join our team  this role, you will provide guidance, coaching, and indirect leadership to peers on operational processes, policies, and best practices related to money movement transaction requests.

You will research and respond to complex issues, ensuring timely resolution of problems as they arise. Additionally, you will support quality management processes and serve as a subject matter expert for a range of business-driven initiatives.

This position requires a strong commitment to compliance, ensuring that all transaction processing adheres to applicable industry regulations as well as internal policies and procedures.

Key Responsibilities Research, analyze, and resolve advanced and complex transaction and inquiry issues. Provide clear explanations of policies, resolutions, and required actions to advisors, clients, and business partners.

Mentor peers on processes, procedures, and issue resolution. Support training efforts by guiding less-experienced team members on systems and operational practices.

Perform daily operational tasks, including auditing and transaction processing,Participate in projects and departmental initiatives, often serving as a subject matter expert.

Required Qualifications High school diploma or GED required.
3–5 years of relevant experience; post-secondary education may be combined with experience to meet requirements.

Minimum of 3 years’ experience in a service call center or transaction processing environment.

Strong attention to detail with the ability to meet tight deadlines while maintaining accuracy.

Effective written and verbal communication skills.

Demonstrated analytical, problem-solving, and issue resolution abilities.

Proven ability to build relationships and influence others without direct authority.

Preferred Qualifications Experience in financial services or product-specific environments.

Familiarity with Ameriprise policies and procedures.

Banking experience, particularly with wires, ACH, and check processing.

Base Pay Salary The estimated base salary for this role is $50, year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business CLEAR Clearing Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
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